WebCE Updates Firm Element Training Courses

At WebCE, we understand the importance of staying informed on the latest industry trends for the securities industry. That’s why each year we update our firm element courses to give representatives the information they need to be successful in their day-to-day activities.

WebCE Firm Element Training courses that have been recently updated for 2017 include:

• Ethical Duties When Working with Senior Clients
• Communications With the Public
• Basics of Retirement Planning
• Advertising Regulations, Requirements, and Standards
• Traditional and Roth IRA Accounts
• Indexed Products: Suitability and Marketing Practices
• Annuity Suitability: Practice and Disclosure
• Taxation of Fixed Annuities
• Retirement: Rollovers and Conversions
• Communicating Effectively with Senior Clients
• Planning for Retirement Income
• Understanding Social Security Retirement Benefits
• Using Life Insurance to Help Fund Retirement
• Retirement Distribution Planning
• Retirement: Multi-Generational Distribution Strategies
• Basic 401(k) Plans
• Financial Planning: Retirement
• Financial Planning: College
• Financial Planning: The Estate
• Components of Financial Planning

These courses can be purchased individually for $12.50 each course or as part of our WebCE Firm Element Training – All Course Package for only $30.00. For more information about these courses, visit our WebCE Firm Element course catalog or call our customer support at 877-488-9319.

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